Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273B
AUM Growth
+$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,080
New
Increased
Reduced
Closed

Top Buys

1
+$806M
2
+$770M
3
+$488M
4
DIS icon
Walt Disney
DIS
+$440M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$405M

Top Sells

1
+$1.71B
2
+$709M
3
+$415M
4
COR icon
Cencora
COR
+$335M
5
TSM icon
TSMC
TSM
+$330M

Sector Composition

1 Healthcare 9.23%
2 Financials 8.98%
3 Technology 8.74%
4 Consumer Discretionary 7.13%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$20.2M 0.01%
321,007
+181,618
1477
$20.2M 0.01%
603,599
+158,905
1478
$20.2M 0.01%
292,386
+133,395
1479
$20.2M 0.01%
321,610
+93,091
1480
$20.1M 0.01%
562,047
+28,325
1481
$20.1M 0.01%
616,528
+154,442
1482
$20.1M 0.01%
550,253
-72,047
1483
$20M 0.01%
173,476
+102,243
1484
$20M 0.01%
1,314,407
+783,101
1485
$19.9M 0.01%
412,440
-2,761
1486
$19.9M 0.01%
833,026
-103,904
1487
$19.8M 0.01%
970,537
+353,708
1488
$19.8M 0.01%
1,540,028
+95,832
1489
$19.8M 0.01%
891,929
-79,145
1490
$19.8M 0.01%
1,040,804
+76,521
1491
$19.7M 0.01%
649,500
+536,202
1492
$19.7M 0.01%
463,434
+85,053
1493
$19.7M 0.01%
888,171
-134,461
1494
$19.6M 0.01%
725,749
-32,611
1495
$19.6M 0.01%
333,918
-579,159
1496
$19.5M 0.01%
1,183,996
-144,081
1497
$19.5M 0.01%
691,088
+221,403
1498
$19.4M 0.01%
2,069,170
-261,533
1499
$19.4M 0.01%
1,068,232
+459,837
1500
$19.4M 0.01%
223,991
-9,289
58 59
60
61 62